Alexandra Seminova, a Bloomberg equities reporter who covers corporate earnings and market moves. She breaks down Robinhood's Q4 revenue miss and crypto slump. She dives into prediction markets and regulatory questions. She also covers Lululemon's bonus shortfall and Nike's outlook amid recent share weakness.
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Robinhood's High Bar And New Bet
Robinhood's surge last year set a very high bar that amplified its current pullback after weak Q4 revenue and crypto declines.
Alexandra Seminova highlights prediction markets as a potential new growth area but notes regulatory uncertainty could limit expansion.
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Prediction Markets Face Regulatory Questions
Robinhood is pushing into prediction markets which management calls the start of a "prediction market super cycle."
Tim Stenovec and Carol Massar flag potential regulatory questions around whether such markets resemble gambling.
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Ackman Backs Meta's AI Bet
Bill Ackman's Pershing Square took a sizable stake in Meta, signaling confidence in Meta's AI investments despite heavy CapEx.
Alexandra Seminova notes Meta plans large data‑center and AI spending that some investors may be underestimating long‑term.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Robinhood (HOOD) shares fell as much as 13% Wednesday, the most since April, after the fintech company reported net revenue for the fourth quarter that missed the average analyst estimate as crypto volumes declined. Analysts at Piper Sandler and JPMorgan cut their price targets on the stock after the earnings results.
- Nike (NKE) expects its wholesale business to pick up steam across the world as it accelerates the launch of new footwear and apparel products and doubles down on its commitment to sports. While Nike is already winning back the affection of retail partners in North America, it has the right strategy and leaders in place to make that happen in other markets, too, Chief Executive Officer Elliott Hill said in an interview with Bloomberg TV. Nike shares were down about 1.5% in late-morning trading in New York. The stock is down about 12% in the past year and more than half from the 2021 peak. That’s more or less in line with its peers, with Adidas and On also struggling to win the affection of investors despite demonstrating impressive growth and profitability.
- Lululemon (LULU) let its employees know that bonus payouts are currently tracking below target this year, according to a recording of an internal meeting reviewed by Bloomberg News. “We did want to wait on providing an update until we were finalized through our peak season,” Chief People and Culture Officer Susan Gelinas said, noting that bonuses are in part tied to global business results, which were “dynamic” in 2025. The company’s shares have fallen more than 50% in the last 12 months.
Stock Movers